00823 收益率

股息收租官

LazyCat

I believe the AI supercycle has already been fore ran and hence the market has been consistently demanding the exceedingly, overwhelming perfect beats to drive the euphoria; nitpicking and reading between the lines and inventing concerns when the FOMO fruits are roped for picking. The narrative for capex monetisation concern surface every now and then, and then the concerns on power shortage, etc. Any little bad news can knock the knights off their high horse at any moment. But the party must go on right?

Another CPI to print and yet another time to tickle the itchy fingers and lead time to the buy-sell button. Staying long in the game means we ignore noises and concentrate on the end result and ignore short term noises. For the coming China trip, I'm sure Musk will be thrilled to see the street and shopping mall showrooms full of EV cars of all makes and models. Maybe he'll be gifted a Unitree humanoid robot as a kungfu master for his dainty Optimus bot.

The Singapore market seems to be weak lately probably due to funds rotating back to risk-off FOMO into the AI rally. Iran noises seems to be dialled back lately to focus on the Trump-Xi buddy buddy session.

market pricing in rate hike means S-REITs will be punished. For income investors who value cash flow and security when they are heading into their golden years, such times offer opportunities to accumulate our dividend machines while also hedged with existing position of local banks.

I think different reactions to capex hikes are caused by purposeful narratives that are meant to drive market sentiments, without which liquidity cannot be accelerated. Is the FOMC meeting actually neutral/balanced or hawkish? Do remember Headlines are meant to solicit attention and a neutral one doesn't cause any hype.

it depends on how long oil price stays above 150. if it's just a short spike, then it's just a nasty road bump and passengers on the vehicle will go back to their slumber again, having been fatigued and numb to the undulating road

$NVIDIA(NVDA.US) is undeniably a key piece of the AI hardware Jigsaw. I held varying position sizes of it across my portfolios. Despite the recent rise in CPU trade for AMD and Intel, demand for GPU is still strong as reflected in the earnings result.#Trade Showcase

The memory shortage narrative have already been priced in and it's a matter of time before someone will come out with some kind report (think deep seek, SaaS death, etc) to prick the balloon. As always, know your thesis, take fullor partial profit when your condition is met. 